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Technology Stocks : IDT *(idtc) following this new issue?* -- Ignore unavailable to you. Want to Upgrade?

To: Diamondhead who wrote (2550)	3/11/1999 8:15:00 AM
From: Secret_Agent_Man	Read Replies (2) \| Respond to of 30916

Folks, just to remind you all that are focusing exclusively by: Havehunchbuybunch 35350 of 35350 on the NSCP deal, it is incredibly important, to be sure, it gives us access to an ENORMOUS market of pre-installed software, and gives us the convenience of ease of use, but, don't forget, we also have cut deals with RealNetworks RNWK, which has about 50mm users (all of which have multimedia pc's with microphones/modems, etc.), with MySpaceOnline, and recently, Geocities/Worldpages we will have their 3.5mm members selling our services in their own webpages/businesses. The point I'm trying to make is that at a crucial time to get MINDSHARE and marketshare we are becoming THE STANDARD for internet telephony. Much like Xerox is still known for reprographic copies, or jeep, or gillette, we want and can aspire to that level of BRAND RECOGNITION. Like I've said before, the game is ours to lose right now. We are doing all the right things, with the right people, at the right place, at the right time. We should be the dominant player. Let's see how they follow up. Couple of observations.... 1. They have been very diligent in announcing the 'extensions' of the consent prior to expiration. The expiration was yesterday, March 10th., and I thus far today see no extension. Unless they have changed the prior acceptable pattern, one can reasonably assume they have consent. This IS a case where no news is good news, it's hard to imagine otherwise. 2. The ipo will cause an explosive, and I mean, explosive move upward. Just think of our story being told not just by our management, but by professional salespeople, the white starched shirt guys. This is free publicity for our services as well. How many people will sign up for discounted phone services just because they see mainline stories, free p.r./sales publicity. That's the beauty of it. It WILL be sweet, and it looks like even the timing may be right marketwise. 3. Watch out in trading this stock. It will be very difficult. Suicidal without level2 as you can only see a small part of the market, and they will take your shares. The last minute weakness yesterday was caused singlehandedly by INCA and ISLD mm's who were determined to do so at any cost. Good luck to all the traders, you'll make money, but not nearly as much as the buy and holders. regards. HHBB thanks, HHBB